Salesforce Docs Portal

Create a Segmentation Rule

Create a segmentation rule to run a one-time segmentation action on prospects that meet your criteria.

Required Editions

Available in: All Account Engagement Editions
User Permissions Needed
to create a segmentation rule: Account Engagement Administrator or Marketing role
  1. Open the Segmentation Rules page.
    • In Account Engagement, select Marketing | Segmentation | Rules.
    • In the Lightning app, select Prospects and then Segmentation | Rules.
  2. Click + Add Segmentation Rule.
  3. Name the rule.
  4. Select a match type.
    • Match All—Prospect must meet all criteria to match.
    • Match Any—Prospect must meet at least one rule to match.
  5. In the Rules section, to add individual criteria, click + Add new rule. To add sets of criteria, click + Add new rule group.
    Note
    Note Separate criteria with a semicolon (;). The text field has a limit of 255 characters.
  6. To confirm that your rule runs as expected, click Preview.
  7. When you’re ready to run the rule, click Run Segmentation.